Sugarloaf Wealth Management’s Vanguard Extended Market ETF VXF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $202K | Buy |
1,062
+2
| +0.2% | +$380 | 0.04% | 165 |
|
|
2024
Q3 | $193K | Sell |
1,060
-32
| -3% | -$5.82K | 0.04% | 173 |
|
|
2024
Q2 | $184K | Hold |
1,092
| – | – | 0.04% | 153 |
|
|
2024
Q1 | $191K | Buy |
1,092
+1
| +0.1% | +$175 | 0.04% | 150 |
|
|
2023
Q4 | $179K | Buy |
1,091
+3
| +0.3% | +$493 | 0.04% | 149 |
|
|
2023
Q3 | $156K | Buy |
1,088
+1
| +0.1% | +$143 | 0.04% | 160 |
|
|
2023
Q2 | $162K | Sell |
1,087
-437
| -29% | -$65.1K | 0.04% | 163 |
|
|
2023
Q1 | $214K | Buy |
1,524
+1
| +0.1% | +$140 | 0.05% | 124 |
|
|
2022
Q4 | $202K | Buy |
1,523
+1
| +0.1% | +$133 | 0.05% | 127 |
|
|
2022
Q3 | $194K | Buy |
1,522
+2
| +0.1% | +$255 | 0.05% | 123 |
|
|
2022
Q2 | $199K | Buy |
1,520
+1
| +0.1% | +$131 | 0.05% | 119 |
|
|
2022
Q1 | $252K | Hold |
1,519
| – | – | 0.06% | 105 |
|
|
2021
Q4 | $278K | Sell |
1,519
-61
| -4% | -$11.2K | 0.07% | 109 |
|
|
2021
Q3 | $288K | Sell |
1,580
-4
| -0.3% | -$729 | 0.08% | 103 |
|
|
2021
Q2 | $299K | Sell |
1,584
-3,645
| -70% | -$688K | 0.08% | 98 |
|
|
2021
Q1 | $354 | Buy |
5,229
+2,544
| +95% | +$172 | 0.11% | 85 |
|
|
2020
Q4 | $442K | Sell |
2,685
-309
| -10% | -$50.9K | 0.15% | 73 |
|
|
2020
Q3 | $388K | Sell |
2,994
-563
| -16% | -$73K | 0.14% | 74 |
|
|
2020
Q2 | $421K | Sell |
3,557
-2,801
| -44% | -$332K | 0.16% | 75 |
|
|
2020
Q1 | $576K | Sell |
6,358
-2,934
| -32% | -$266K | 0.26% | 55 |
|
|
2019
Q4 | $1.17M | Buy |
+9,292
| New | +$1.17M | 0.5% | 34 |
|